EVERGREEN CAPITAL MANAGEMENT LLC

Position in AFRM — Affirm Holdings, Inc.

CIK 1260824 Bellevue, WA

Back to AFRM Full portfolio

Position in AFRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$529,014

-$191,170 QoQ

Shares Held

6,487

-33.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#389

of 654 holders

Holding Since

Sep 2021

5 quarters on record

Voting authority Sole 22% Shared 78% None 0%

Common Shares in AFRM Over Time

Shares Held

Position Value (USD)

Derivatives in AFRM

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$29,772

PutShares

400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $132,348,636 across 13 Credit Services names. AFRM ranks #9 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	525,329	$105,391,503
2	V	Visa Inc.	23,287	$7,989,536
3	MA	Mastercard Inc	15,076	$7,743,032
4	AXP	American Express Co	18,555	$6,276,228
5	ENVA	Enova International, Inc.	4,192	$1,009,140
6	PYPL	PayPal Holdings, Inc.	17,332	$748,395
7	NAVI	Navient Corp	87,386	$743,654
8	OMF	OneMain Holdings, Inc.	10,380	$632,868

All Filings in AFRM

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,014	6,487	-33.0%	Shares	Sole	2026-07-23
2025-12-31	$720,184	9,676	+306.0%	Shares	Sole	2026-01-27
2025-12-31	$29,772	400	—	Put	Sole	2026-01-27
2025-09-30	$174,149	2,383	-15.4%	Shares	Sole	2025-10-28
2025-09-30	$29,232	400	—	Put	Sole	2025-10-28
2021-12-31	$283,176	2,816	+42.2%	Shares	Sole	2022-03-11
2021-09-30	$235,877	1,980	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.